Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what it takes to truly be a multi-family office.
Quote of the Day
"Because they’re financial advisors, they’re interested in providing an answer. They mistakenly think that their competence is revealed in their answers rather than being revealed by the questions they ask."
(Bernard Ferrari)
Podcasts
- Charles Boinske talks about the push for evidence-based investing with Robin Powell. (independenceadvisors.com)
- Carl Richards and Michael Kitces on the why (and how) of writing a book for financial advisors. (kitces.com)
- 15 must-listen podcasts for advisers. (wealthmanagement.com)
The biz
- Charles Schwab ($SCHW) is beginning to make some decisions about overlapping software platforms. (riabiz.com)
- Vanguard is outsourcing recordkeeping work, along with a big portion of its workforce, to Infosys. (inquirer.com)
- Ric Edelman wants Congress to restore the deductibility of investment advisory fees. (citywireusa.com)
- Riskalyze is pushing deeper into trading automation and portfolio management. (wealthmanagement.com)
Robo-advisors
- Robo-advisors are really filling a different space than when first envisioned. (investmentnews.com)
- The latest Robo Report ranking of the major robo-advisor platforms has a new #1. (thinkadvisor.com)
Succession
- The majority of advisors don't have a formal succession plan. (riaintel.com)
- How the RIA industry could take the path of the accounting industry and consolidate into a handful of big national players. (investmentnews.com)
Advisers
- Technology helps, but holistic wealth management can only be provided by people. (thereformedbroker.com)
- Why it's important to listen to (and understand) the stories clients tell us. (investmentnews.com)
- Clients appreciate a phone call now more than ever. (investmentnews.com)
- Some neat online tools to help you do ETF due diligence. (etf.com)
- Nine experiments to try with your marketing. (blog.xyplanningnetwork.com)
